We understand the unique challenges that veterinarians face and have developed solutions to meet these needs.
We currently serve thousands of veterinary clients across the United States with their insurance and financial needs.
Total Planning Veterinary Services was founded thirty three years ago by Keith Lerner CLU, ChFC, and started with one graduating veterinary student.
Today we are most widely known as providers of disability insurance for veterinarians. After two decades of being a solo practitioner, Mr. Lerner was joined by his son, David Lerner. Fast forward to the present, and the firm consists of several financial professionals and veterinarians who specialize in designing disability insurance plans for both veterinary students and practicing veterinarians.
What makes us unique is that we specialize in working with both students and practicing veterinarians. We attend most major national veterinary conferences. We do not charge any planning or consultation fees.
Our Team
Keith
Lerner
CEO, Founder
Gonzalo
Borquez
Managing Director
Dr. Johanna
Wade
Veterinary Educational Consultant
Dr. Courtney Scarborough
Veterinary Educational Consultant
Dr. Sarah Pietropaoli
Veterinary Educational Consultant
Dr. Andy
Bennett
Veterinary Education Consultant
Jamie
Crees
Operations Manager
Kali
Plattner
Marketing Director
Keith
Lerner
Keith Lerner is the president and founder of Total Planning Veterinary Services. He holds both Chartered Life Underwriter and Chartered Financial Consultant designations from The American College. Keith has over 35 years of experience planning for veterinarians. The firm has grown from one veterinary student to thousands of practicing veterinarians nationwide. He routinely lectures at veterinary campuses regarding insurance planning. Keith also is responsible for designing an individual disability insurance program for new graduates which has helped thousands of graduating veterinarians secure coverage.
He resides in Gainesville, FL with his wife Roberta. In his free time, he enjoys watching sports and tending to his farm.
Gonzalo
Borquez
Gonzalo Borquez is an Argentinian native who has lived in Miami most of his life. While attending the University of Florida, Gonzalo worked at Total Planning as a part time intern. After earning his Finance degree, Gonzalo accepted a full time position at Total Planning Veterinary Services. In 2020 Gonzalo was promoted to managing partner were he currently works with veterinarians from around the country. Gonzalo is also a Disability Income Associate. He holds a life, health and annuity license.
In his free time, he spends most of his time in the outdoors playing sports, exercising or on the water.
Dr. Johanna
Wade
Dr. Johanna Wade, DVM is a practicing veterinarian in addition to being one of the Veterinary Educational Consultants with TPVS. She graduated from the University of Florida with a Bachelor's degree in Wildlife Ecology and Conservation and went on to earn her Doctorate in Veterinary Medicine also at UF. She lives in South Florida with her family and owns a mixed animal house call practice. In her spare time, Dr. Wade enjoys nearly any activity outdoors -- from the beach to the woods!
Dr. Courtney Scarborough
Dr. Courtney Scarborough is a 2018 graduate of the Virginia-Maryland College of Veterinary Medicine. She was president of the VA-MD Chapter of the VBMA during her time in veterinary school and got to know the Total Planning Veterinary Services team while serving as their student representative. She has a passion for educating students about disability insurance and financial preparedness. She practices small animal medicine in the Bay Area full time and serves as the West Coast Total Planning Veterinary Services Veterinary Education Consultant.
Dr. Sarah Pietropaoli
Dr. Pietropaoli grew up in Southern Maryland, and dreamed of being a veterinarian for her entire childhood. She majored in Foreign Affairs and Islamic Studies at the University of Virginia (Go Hoos!) for college, and then moved to Blacksburg to complete her Doctor of Veterinary Medicine (DVM) and her Master of Public Health (MPH) at the Virginia-Maryland College of Veterinary Sciences.
She now practices in a companion animal exclusive practice in Washington, DC, and has particular interests in ophthalmology, soft-tissue surgery, and preventative care. Outside of work, she loves water-sports, hiking, and running. She also enjoys cooking, visiting local restaurants, and spending as much time as possible with her dog, Copper.
Dr. Andy
Bennett
Dr. Andy Bennett is a graduate of the University of Florida College of Veterinary Medicine class of 2000. He opened his own practice in 2005 which focused on providing veterinary services for horses, beef & dairy cattle as well as small ruminants. Dr. Bennett is an experienced lecturer and has extensive knowledge on topics regarding bovine parasite control, BRD antibiotic therapy, micromineral requirements and immune function support. Currently, Dr. Bennett provides relief services to various small and large animal clinics throughout central Florida.
Jamie
Crees
Jamie Crees is the Operations Manager for Total Planning Veterinary Services. She has over six years of experience in the insurance industry. Outside of work, Jamie enjoys spending her free time fishing, camping, and going to dirt track races with her family.
Kali
Plattner
Kali Plattner is the Marketing Director for Total Planning. A resident of Sarasota, Florida and a current student at University of Florida, Kali is studying Business Administration with Major in General Business. She played two years of Division 1 volleyball at Florida International University before transferring to UF.
Outside of work, Kali enjoys playing beach volleyball and golf, spending time with friends and family, and traveling. Before joining the TPVS team, she gained customer service and marketing experience while working in the car dealership industry. With her creative and unique ideas, she continues to help us reach and foster relationships with our clients.
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